Patrick Floyd Email & Phone Number
Vice President, Managing Director @ Fidelity Investments
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Patrick Floyd Location
- Salt Lake City, UT, US
Patrick Floyd Work
- 2022 - now Vice President, Managing Director @
- 2021 - 2022 Vice President, Executive Planning Consultant @
- 2016 - 2021 Director, Executive Services Officer @
- 2014 - 2016 Director, Retirement Planner @
- 2012 - 2014 Retirement Relationship Manager @
- 2011 - 2012 Retirement Solutions Representative @
- 2010 - 2011 Investment Solutions Representative @
- 2007 - 2010 Stock Plan Services Representative @
- 2006 - 2007 Financial Services Representative @
Patrick Floyd Education
- Westminster College
Master of Business Administration (M.B.A.)
- University of Utah
B.S. in Consumer and Community Studies
- College for Financial Planning
Chartered Retirement Planning Counselor
- Santa Clara University Leavey School of Business
(Certified Equity Professional)
Patrick Floyd Skills
- Series 7
- Series 63
- Mutual Funds
- Investments
- Series 66
- Asset Management
- High Pressure Environment
- Financial Planning
- Financial Services
- Cold Calling
- Equities
- Phone Etiquette
- Retirement
Patrick Floyd Summary
- Patrick Floyd, based in Salt Lake City, UT, US, is currently a Vice President, Managing Director at Fidelity Investments. Patrick Floyd brings experience from previous roles at Fidelity Investments. Patrick Floyd holds a Master of Business Administration (M.B.A.) @ Westminster College. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Investments, Series 66 and more. Patrick Floyd has 3 emails and 1 mobile phone numbers on RocketReach.
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